TCV vs VBK

ATCV

BVBK

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$11,025VBK

Lowest cost0.05%VBK · $5 on $10k

Most income0.44%VBK · $44 on $10k

Smallest drop−12.2%TCV · worst fall in 1Y

Held in common0.5%TCV and VBK

TCV

VBK

Towle Small-Cap Value ETF · $202MVanguard Morningstar Small-Cap Growth ETF · $22.8B

[…]3 years · per year[…] · $16,156+17.3%

[…]5 years · per year[…] · $11,025+2.0%

0.85%Expense ratio$85 · $5 on $10k · lower wins0.05%

0.24%12-mo yield$24 · $44 on $10k0.44%

−12.2%Worst dropSmaller wins−13.6%

19.2%VolatilityLower wins21.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsTCV · VBK

2.6%OSCR0.2%

2.8%COMP0.1%

1.2%FOUR0.1%

2.9%PGNY0.0%

Held in common0.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B
2	ATCV	Towle Small-Cap Value ETFRead Desk		0.85%	0.24%	−3.9%	+26.2%	+26.9%	new	new	−12.2%	$202M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B
2	ATCV	Towle Small-Cap Value ETFRead Desk		0.85%	0.24%	−3.9%	+26.2%	+26.9%	new	new	−12.2%	$202M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCV vs VBK

TCV

Towle Small-Cap Value

[…]

VBK

Vanguard Morningstar Small-Cap Growth

$11,025

MeasureTCVVBK

Fee0.85%0.05%

Cost on $10k a year$85$5

Yield0.24%0.44%

5 years, per year[…]+2.0%

3 years, per year[…]+17.3%

Worst drop · 1Y−12.2%−13.6%

Volatility · 1Y19.2%21.2%

2–2measures won
level

0.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCV, VBK

Today

0.5%most shared, TCV and VBK

TCVVBK

TCV—0.5%

VBK0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, VBK

VBK$44 − $5 = $39

TCV$24 − $85 = −$61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee